financial adviser prospecting Archives

When you cannot think of a better way to market yourself, try this…

by Tony Vidler When all else fails and you are at a loss to market your particular value as an adviser, the safest marketing path is to sell “convenience”. We all know, because we all do it, it is simply more convenient to go to the supermarket than an array of specialty shops. […]

Does Social Media ACTUALLY work for financial advisers?

by Tony Vidler It seems the question is still being asked by most advisers on social media: does it actually work in growing an advisory business? Remarkably, most professionals that I meet and talk to still consider social media to be some sort of “teenager or millennial thing”, or “something which doesn’t seem […]

10 Mistakes That Advice Businesses Keep Making

by Tony Vidler So many advisory firms do not realise their potential, and the top mistakes which hold them back are more often than not nothing to with their ability to be great advisers. They tend to fall into the category of being basic commercial mistakes. So the main mistakes that advice businesses […]

How to influence clients with “Social Proof”

by Tony Vidler One of the primary functions of the professional adviser is to influence people to make change. Or sometimes, influence them not to change things. Our role is to manage client behaviour to help generate the desired outcomes that clients want. We must get them to act, or not act, in order to […]

Give Gifts That Give Back

by Tony Vidler How much do clients really value the standard corporate gift? It is a nice gesture and usually generates a level of appreciation…but often it is a very very fleeting moment in the clients’ mind and relatively quickly forgotten. There is a limit to the level of gratitude that can be […]

An old-school attention-grabbing technique that still works!

by Tony Vidler In the bid to cut through the clutter and noise that surrounds prospects today we often overlook the simple things that used to work – and still will work if we use them. In fact, arguably some of the old-school marketing techniques are potentially more useful in the digital world simply because […]

How To Deliver Value During Prospect Engagement

by Tony Vidler Sometimes when professional advisers are struggling to engage meaningfully with prospective clients, or struggling to get them to engage at all, the solution is to go back to the very basics and question whether YOU are delivering value in their minds. In the continual battle to be relevant and valuable […]

The Easiest FREE Way To Get Found By Prospects

by Tony Vidler If you want to get found – and chosen – by prospects you really need to nail that LinkedIn profile! It is the easiest – and cheapest – way to get a good online presence if a prospect does decide to check you out (and most do I’d guess). Surprisingly […]

Just a little different is enough to stand out

by Tony Vidler In order to be different, and stand out in a positive way in a crowded and noisy marketplace, it pays to do things a little differently to your key competitors. But just “A little differently” doesn’t mean you have to be radical. The first step in working out how and where […]

Word of Mouth prospecting is still where it is at!

by Tony Vidler Digital marketing and using social media to create an audience and engage with prospective customers is essential for professional services today…BUT… Word-of-mouth marketing is still where it’s at in professional services. In fact, it is more important than ever before. The more impersonal that society becomes and the […]

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